Kerrisdale
2021-10-13
haha.. worthwhile?
Wall Street Says: Buy These 3 Nasdaq Stocks On The Dip<blockquote>华尔街称：逢低买入这3只纳斯达克股票</blockquote>
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Should in","content":"<p>Wall Street Memes lists the three worst-performing Nasdaq 100 stocks in the last 52 weeks. Should investors take the opportunity to buy the dip?</p><p><blockquote>Wall Street Memes列出了过去52周内表现最差的三只纳斯达克100股票。投资者是否应该趁机逢低买入？</blockquote></p><p> The Nasdaq 100 has risen 28% in the last 12 months. The tech-rich index includes some of the most well-known companies listed on the US stock exchange, from Apple to Amazon and beyond. In the last five years, the Nasdaq’s value has jumped an astounding 209%.</p><p><blockquote>纳斯达克100指数在过去12个月内上涨了28%。科技股指数包括一些在美国证券交易所上市的最知名的公司，从苹果到亚马逊等等。在过去的五年里，纳斯达克的价值增长了惊人的209%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac32321c1c19691dfb6a4cdb6dc89091\" tg-width=\"672\" tg-height=\"481\" width=\"100%\" height=\"auto\"><span>Figure 1: Nasdaq Invesco QQQ performance in the past 5 years.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：纳斯达克景顺QQQ近5年业绩。</span></p></blockquote></p><p> In its search for good deals, Wall Street Memes looked at the worst performing Nasdaq 100 stocks in the last 52 weeks. Could negative momentum give way to bargain hunting and turn some of these stock into winners in the foreseeable future? Below are three potential buy-on-dip ideas.</p><p><blockquote>在寻找好交易的过程中，Wall Street Memes关注了过去52周内表现最差的纳斯达克100只股票。负面势头是否会让位于逢低吸纳，并在可预见的未来将其中一些股票变成赢家？以下是三种潜在的逢低买入想法。</blockquote></p><p> <b>#3 Vertex Pharmaceuticals - $VRTX</b></p><p><blockquote><b>#3 Vertex Pharmaceuticals–$VRTX</b></blockquote></p><p> The $46 billion market cap pharmaceutical company develops and markets therapies for treating cystic fibrosis. <b>VRTX</b> stock has been down 22% year-to-date and is currently priced at $179 at last check. Wall Street consensus on the stock is a moderate buy. Based on 13 reports in the last three months, the price target consensus of $245 suggests 37% upside potential.</p><p><blockquote>这家市值460亿美元的制药公司开发和销售治疗囊性纤维化的疗法。<b>VRTX</b>今年迄今，该股已下跌22%，上次检查时目前价格为179美元。华尔街对该股的共识是适度买入。根据过去三个月的13份报告，245美元的一致目标价表明有37%的上涨潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9ca3ea7d3f8df55881c3873f461b4318\" tg-width=\"677\" tg-height=\"470\" width=\"100%\" height=\"auto\"><span>Figure 2: VRTX performance year-to-date.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：VRTX年初至今的表现。</span></p></blockquote></p><p> Bearishness has been well presented by research company Stifel. After downgrading the stock from buy to neutral, the skeptical analyst assigned high market risk for the company’s drug pipeline, given that Vertex is a $50 billion company and its next programs are “unlikely to be narrative changing”.</p><p><blockquote>研究公司Stifel很好地表达了悲观情绪。在将该股评级从买入下调至中性后，这位持怀疑态度的分析师认为该公司的药物管道面临很高的市场风险，因为Vertex是一家市值500亿美元的公司，其下一个项目“不太可能改变叙事”。</blockquote></p><p> On the other hand, Piper Sandler analyst recommended the stock a couple of months ago and bumped his price target on VRTX to $323 from $261. He attributed his bullishness in part to transformational drug Trikafta and convictions that the company would beat on earnings.</p><p><blockquote>另一方面，Piper Sandler分析师几个月前推荐了该股，并将VRTX的目标价从261美元上调至323美元。他将自己的看涨部分归因于转型药物Trikafta以及对该公司盈利将超越的信念。</blockquote></p><p> <b>#2 Peloton Interactive - $PTON</b></p><p><blockquote><b>#2 Peloton Interactive–$PTON</b></blockquote></p><p> The company, which provides interactive fitness products and subscriptions, was a pandemic darling last year. In 2021, however, the stock has been struggling.<b>PTON</b> stock has been down 41% year-to-date and is currently priced at $86 at last check.</p><p><blockquote>该公司提供互动健身产品和订阅，是去年疫情的宠儿。然而，2021年，该股一直在苦苦挣扎。<b>PTON</b>今年迄今，该股已下跌41%，上次检查时目前价格为86美元。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f3ef56058e86dac52ed1bec3a0acc19a\" tg-width=\"664\" tg-height=\"492\" width=\"100%\" height=\"auto\"><span>Figure 3: PTON performance year-to-date.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图3：PTON年初至今的表现。</span></p></blockquote></p><p> Despite poor momentum, Wall Street believes that this could be a good time to invest in Peloton stock. The $26 billion market cap company has a buy consensus and a $127 price target that points at 47% upside, based on 22 reports issued in the last three months.</p><p><blockquote>尽管势头不佳，华尔街认为现在可能是投资Peloton股票的好时机。根据过去三个月发布的22份报告，这家市值260亿美元的公司获得了买入共识，目标价为127美元，上涨空间为47%。</blockquote></p><p> The bear case is explained by UBS and is backed up by analysis on valuation that is arguably stretched. Analyst Eric Sheridan has recentlyreiterateda sell rating on the stock, forecasting a $70 price on PTON for 18% downside.</p><p><blockquote>瑞银解释了熊市的情况，并得到了估值分析的支持，估值分析可以说是过高的。分析师Eric Sheridan最近重申了对该股的卖出评级，预测PTON的价格为70美元，下跌18%。</blockquote></p><p> <i>\"The stock’s appreciation to more than 17% over two days implies close to $1.2B of sales that the market is assigning to the opportunity based on where the stock is trading on 2023 EV-to-sales average multiple of 4.2x. Street expects 2023 connected fitness subscribers of around 5.06 million. This implies roughly $240 of spend per subscriber per year.\"</i> On the bullish side, Barclays analyst Mario Lu justified the recent miss in gross margins on higher-than-expected refunds from the Tread recall along with continued increase in shipping costs. Bullishness is reiterated due to fiscal 2022 now being seen as an investment year, as Peloton looks to plow money aggressively into both marketing and R&D – which the analyst believes to be the right long-term decision. He has a buy rating on PTON and 50% upside opportunity.</p><p><blockquote><i>“该股在两天内升值超过17%，这意味着市场根据该股2023年电动汽车与销售额平均倍数4.2倍的交易情况，为该机会分配了接近1.2 B美元的销售额。Street预计2023年互联健身订户约为506万。这意味着每个订户每年的支出约为240美元。”</i>从乐观的角度来看，巴克莱分析师马里奥·卢(Mario Lu)认为，近期毛利率低于预期的原因是胎面召回退款以及运输成本持续上涨。由于2022财年现在被视为投资年，因此重申了看涨情绪，因为Peloton希望将资金积极投入营销和研发——分析师认为这是正确的长期决定。他对PTON给予买入评级和50%的上涨机会。</blockquote></p><p> Lastly, famed investor Cathie Wood purchased a sizeable batch of PTON stock a few days ago. Wood’s Ark fund bought the dip as the company missed earnings estimates, and it currently owns 1.7 million shares of PTON that are worth $172 million.</p><p><blockquote>最后，著名投资者Cathie Wood几天前购买了大量PTON股票。伍德的Ark基金因该公司未达到盈利预期而逢低买入，目前持有170万股PTON股票，价值1.72亿美元。</blockquote></p><p> <b>#1 Pinduoduo Inc. - $PDD</b></p><p><blockquote><b>#1拼多多-$PDD</b></blockquote></p><p> This Shanghai-based e-commerce operator <b>PDD</b> saw its stock drop more than 42% year-to-date – shares are currently valued at $96 at last check. The $118 billion market cap company is a strong buy according to Wall Street and is expected to recover 42% over the next twelve months. With a consensus price target of $137 forecasted by nine sell-side analysts over the last three months, Pinduoduo is believed to be undervalued.</p><p><blockquote>这家位于上海的电子商务运营商<b>PDD</b>今年迄今，其股价下跌了42%以上——上次检查时，目前股价为96美元。据华尔街称，这家市值达1180亿美元的公司值得大力买入，预计未来12个月内将复苏42%。过去三个月，九位卖方分析师预测拼多多的一致目标价为137美元，据信该公司被低估。</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c71aaf3f1c288906054fc28ee7ff545\" tg-width=\"667\" tg-height=\"485\" width=\"100%\" height=\"auto\"><span>Figure 4: PDD performance year-to-date.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图4：PDD年初至今的表现。</span></p></blockquote></p><p> China Renaissance analyst Nicky Ge forecasts $150 share price and attributes PDD’s recent stock weakness partly on market expectations for 2021 gross merchandising value growth. The analyst also added the following commentary:</p><p><blockquote>华兴资本分析师Nicky Ge预测拼多多股价为150美元，并将拼多多近期股价疲软部分归因于市场对2021年销售总额增长的预期。该分析师还补充了以下评论：</blockquote></p><p> <i>“Given a lackluster recovery in China’s internet retailing market in 1H21, we forecast PDD to deliver 43% and 40% YoY gross merchandising value growth in 2Q21E and 2021E, respectively, compared to 66% YoY growth in 2020.”</i> Two months ago, Benchmark analyst Fawne Jiang lowered his PDD price target to $156 from $176. Mixed Q2 results, headlined by an “outsized beat on earnings although revenue missed mainly as a result of 1P sales fluctuations”, were to blame. However, the analyst is incrementally more bullish on the company's long-term earnings potential and believes that investing in the next sustainable moat is strategically important for long-term growth.</p><p><blockquote><i>“鉴于2021年上半年中国互联网零售市场复苏乏力，我们预测拼多多在2021年第二季度和2021年的销售总额将分别同比增长43%和40%，而2020年同比增长66%。”</i>两个月前，Benchmark分析师Fawne Jiang将PDD目标价从176美元下调至156美元。第二季度业绩好坏参半，其标题是“尽管收入主要由于1便士的销售波动而下降，但盈利大幅增长”，这是罪魁祸首。然而，分析师越来越看好该公司的长期盈利潜力，并认为投资下一个可持续护城河对于长期增长具有重要的战略意义。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street Says: Buy These 3 Nasdaq Stocks On The Dip<blockquote>华尔街称：逢低买入这3只纳斯达克股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street Says: Buy These 3 Nasdaq Stocks On The Dip<blockquote>华尔街称：逢低买入这3只纳斯达克股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-10-13 16:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Wall Street Memes lists the three worst-performing Nasdaq 100 stocks in the last 52 weeks. Should investors take the opportunity to buy the dip?</p><p><blockquote>Wall Street Memes列出了过去52周内表现最差的三只纳斯达克100股票。投资者是否应该趁机逢低买入？</blockquote></p><p> The Nasdaq 100 has risen 28% in the last 12 months. The tech-rich index includes some of the most well-known companies listed on the US stock exchange, from Apple to Amazon and beyond. In the last five years, the Nasdaq’s value has jumped an astounding 209%.</p><p><blockquote>纳斯达克100指数在过去12个月内上涨了28%。科技股指数包括一些在美国证券交易所上市的最知名的公司，从苹果到亚马逊等等。在过去的五年里，纳斯达克的价值增长了惊人的209%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac32321c1c19691dfb6a4cdb6dc89091\" tg-width=\"672\" tg-height=\"481\" width=\"100%\" height=\"auto\"><span>Figure 1: Nasdaq Invesco QQQ performance in the past 5 years.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：纳斯达克景顺QQQ近5年业绩。</span></p></blockquote></p><p> In its search for good deals, Wall Street Memes looked at the worst performing Nasdaq 100 stocks in the last 52 weeks. Could negative momentum give way to bargain hunting and turn some of these stock into winners in the foreseeable future? Below are three potential buy-on-dip ideas.</p><p><blockquote>在寻找好交易的过程中，Wall Street Memes关注了过去52周内表现最差的纳斯达克100只股票。负面势头是否会让位于逢低吸纳，并在可预见的未来将其中一些股票变成赢家？以下是三种潜在的逢低买入想法。</blockquote></p><p> <b>#3 Vertex Pharmaceuticals - $VRTX</b></p><p><blockquote><b>#3 Vertex Pharmaceuticals–$VRTX</b></blockquote></p><p> The $46 billion market cap pharmaceutical company develops and markets therapies for treating cystic fibrosis. <b>VRTX</b> stock has been down 22% year-to-date and is currently priced at $179 at last check. Wall Street consensus on the stock is a moderate buy. Based on 13 reports in the last three months, the price target consensus of $245 suggests 37% upside potential.</p><p><blockquote>这家市值460亿美元的制药公司开发和销售治疗囊性纤维化的疗法。<b>VRTX</b>今年迄今，该股已下跌22%，上次检查时目前价格为179美元。华尔街对该股的共识是适度买入。根据过去三个月的13份报告，245美元的一致目标价表明有37%的上涨潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9ca3ea7d3f8df55881c3873f461b4318\" tg-width=\"677\" tg-height=\"470\" width=\"100%\" height=\"auto\"><span>Figure 2: VRTX performance year-to-date.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：VRTX年初至今的表现。</span></p></blockquote></p><p> Bearishness has been well presented by research company Stifel. After downgrading the stock from buy to neutral, the skeptical analyst assigned high market risk for the company’s drug pipeline, given that Vertex is a $50 billion company and its next programs are “unlikely to be narrative changing”.</p><p><blockquote>研究公司Stifel很好地表达了悲观情绪。在将该股评级从买入下调至中性后，这位持怀疑态度的分析师认为该公司的药物管道面临很高的市场风险，因为Vertex是一家市值500亿美元的公司，其下一个项目“不太可能改变叙事”。</blockquote></p><p> On the other hand, Piper Sandler analyst recommended the stock a couple of months ago and bumped his price target on VRTX to $323 from $261. He attributed his bullishness in part to transformational drug Trikafta and convictions that the company would beat on earnings.</p><p><blockquote>另一方面，Piper Sandler分析师几个月前推荐了该股，并将VRTX的目标价从261美元上调至323美元。他将自己的看涨部分归因于转型药物Trikafta以及对该公司盈利将超越的信念。</blockquote></p><p> <b>#2 Peloton Interactive - $PTON</b></p><p><blockquote><b>#2 Peloton Interactive–$PTON</b></blockquote></p><p> The company, which provides interactive fitness products and subscriptions, was a pandemic darling last year. In 2021, however, the stock has been struggling.<b>PTON</b> stock has been down 41% year-to-date and is currently priced at $86 at last check.</p><p><blockquote>该公司提供互动健身产品和订阅，是去年疫情的宠儿。然而，2021年，该股一直在苦苦挣扎。<b>PTON</b>今年迄今，该股已下跌41%，上次检查时目前价格为86美元。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f3ef56058e86dac52ed1bec3a0acc19a\" tg-width=\"664\" tg-height=\"492\" width=\"100%\" height=\"auto\"><span>Figure 3: PTON performance year-to-date.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图3：PTON年初至今的表现。</span></p></blockquote></p><p> Despite poor momentum, Wall Street believes that this could be a good time to invest in Peloton stock. The $26 billion market cap company has a buy consensus and a $127 price target that points at 47% upside, based on 22 reports issued in the last three months.</p><p><blockquote>尽管势头不佳，华尔街认为现在可能是投资Peloton股票的好时机。根据过去三个月发布的22份报告，这家市值260亿美元的公司获得了买入共识，目标价为127美元，上涨空间为47%。</blockquote></p><p> The bear case is explained by UBS and is backed up by analysis on valuation that is arguably stretched. Analyst Eric Sheridan has recentlyreiterateda sell rating on the stock, forecasting a $70 price on PTON for 18% downside.</p><p><blockquote>瑞银解释了熊市的情况，并得到了估值分析的支持，估值分析可以说是过高的。分析师Eric Sheridan最近重申了对该股的卖出评级，预测PTON的价格为70美元，下跌18%。</blockquote></p><p> <i>\"The stock’s appreciation to more than 17% over two days implies close to $1.2B of sales that the market is assigning to the opportunity based on where the stock is trading on 2023 EV-to-sales average multiple of 4.2x. Street expects 2023 connected fitness subscribers of around 5.06 million. This implies roughly $240 of spend per subscriber per year.\"</i> On the bullish side, Barclays analyst Mario Lu justified the recent miss in gross margins on higher-than-expected refunds from the Tread recall along with continued increase in shipping costs. Bullishness is reiterated due to fiscal 2022 now being seen as an investment year, as Peloton looks to plow money aggressively into both marketing and R&D – which the analyst believes to be the right long-term decision. He has a buy rating on PTON and 50% upside opportunity.</p><p><blockquote><i>“该股在两天内升值超过17%，这意味着市场根据该股2023年电动汽车与销售额平均倍数4.2倍的交易情况，为该机会分配了接近1.2 B美元的销售额。Street预计2023年互联健身订户约为506万。这意味着每个订户每年的支出约为240美元。”</i>从乐观的角度来看，巴克莱分析师马里奥·卢(Mario Lu)认为，近期毛利率低于预期的原因是胎面召回退款以及运输成本持续上涨。由于2022财年现在被视为投资年，因此重申了看涨情绪，因为Peloton希望将资金积极投入营销和研发——分析师认为这是正确的长期决定。他对PTON给予买入评级和50%的上涨机会。</blockquote></p><p> Lastly, famed investor Cathie Wood purchased a sizeable batch of PTON stock a few days ago. Wood’s Ark fund bought the dip as the company missed earnings estimates, and it currently owns 1.7 million shares of PTON that are worth $172 million.</p><p><blockquote>最后，著名投资者Cathie Wood几天前购买了大量PTON股票。伍德的Ark基金因该公司未达到盈利预期而逢低买入，目前持有170万股PTON股票，价值1.72亿美元。</blockquote></p><p> <b>#1 Pinduoduo Inc. - $PDD</b></p><p><blockquote><b>#1拼多多-$PDD</b></blockquote></p><p> This Shanghai-based e-commerce operator <b>PDD</b> saw its stock drop more than 42% year-to-date – shares are currently valued at $96 at last check. The $118 billion market cap company is a strong buy according to Wall Street and is expected to recover 42% over the next twelve months. With a consensus price target of $137 forecasted by nine sell-side analysts over the last three months, Pinduoduo is believed to be undervalued.</p><p><blockquote>这家位于上海的电子商务运营商<b>PDD</b>今年迄今，其股价下跌了42%以上——上次检查时，目前股价为96美元。据华尔街称，这家市值达1180亿美元的公司值得大力买入，预计未来12个月内将复苏42%。过去三个月，九位卖方分析师预测拼多多的一致目标价为137美元，据信该公司被低估。</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c71aaf3f1c288906054fc28ee7ff545\" tg-width=\"667\" tg-height=\"485\" width=\"100%\" height=\"auto\"><span>Figure 4: PDD performance year-to-date.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图4：PDD年初至今的表现。</span></p></blockquote></p><p> China Renaissance analyst Nicky Ge forecasts $150 share price and attributes PDD’s recent stock weakness partly on market expectations for 2021 gross merchandising value growth. The analyst also added the following commentary:</p><p><blockquote>华兴资本分析师Nicky Ge预测拼多多股价为150美元，并将拼多多近期股价疲软部分归因于市场对2021年销售总额增长的预期。该分析师还补充了以下评论：</blockquote></p><p> <i>“Given a lackluster recovery in China’s internet retailing market in 1H21, we forecast PDD to deliver 43% and 40% YoY gross merchandising value growth in 2Q21E and 2021E, respectively, compared to 66% YoY growth in 2020.”</i> Two months ago, Benchmark analyst Fawne Jiang lowered his PDD price target to $156 from $176. Mixed Q2 results, headlined by an “outsized beat on earnings although revenue missed mainly as a result of 1P sales fluctuations”, were to blame. However, the analyst is incrementally more bullish on the company's long-term earnings potential and believes that investing in the next sustainable moat is strategically important for long-term growth.</p><p><blockquote><i>“鉴于2021年上半年中国互联网零售市场复苏乏力，我们预测拼多多在2021年第二季度和2021年的销售总额将分别同比增长43%和40%，而2020年同比增长66%。”</i>两个月前，Benchmark分析师Fawne Jiang将PDD目标价从176美元下调至156美元。第二季度业绩好坏参半，其标题是“尽管收入主要由于1便士的销售波动而下降，但盈利大幅增长”，这是罪魁祸首。然而，分析师越来越看好该公司的长期盈利潜力，并认为投资下一个可持续护城河对于长期增长具有重要的战略意义。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/memestocks/other-memes/wall-street-says-buy-these-3-nasdaq-stocks-on-the-dip\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VRTX":"福泰制药","PTON":"Peloton Interactive, Inc.","PDD":"拼多多","QQQ":"纳指100ETF"},"source_url":"https://www.thestreet.com/memestocks/other-memes/wall-street-says-buy-these-3-nasdaq-stocks-on-the-dip","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104360269","content_text":"Wall Street Memes lists the three worst-performing Nasdaq 100 stocks in the last 52 weeks. Should investors take the opportunity to buy the dip?\nThe Nasdaq 100 has risen 28% in the last 12 months. The tech-rich index includes some of the most well-known companies listed on the US stock exchange, from Apple to Amazon and beyond. In the last five years, the Nasdaq’s value has jumped an astounding 209%.\nFigure 1: Nasdaq Invesco QQQ performance in the past 5 years.\nIn its search for good deals, Wall Street Memes looked at the worst performing Nasdaq 100 stocks in the last 52 weeks. Could negative momentum give way to bargain hunting and turn some of these stock into winners in the foreseeable future? Below are three potential buy-on-dip ideas.\n#3 Vertex Pharmaceuticals - $VRTX\nThe $46 billion market cap pharmaceutical company develops and markets therapies for treating cystic fibrosis. VRTX stock has been down 22% year-to-date and is currently priced at $179 at last check. Wall Street consensus on the stock is a moderate buy. Based on 13 reports in the last three months, the price target consensus of $245 suggests 37% upside potential.\nFigure 2: VRTX performance year-to-date.\nBearishness has been well presented by research company Stifel. After downgrading the stock from buy to neutral, the skeptical analyst assigned high market risk for the company’s drug pipeline, given that Vertex is a $50 billion company and its next programs are “unlikely to be narrative changing”.\nOn the other hand, Piper Sandler analyst recommended the stock a couple of months ago and bumped his price target on VRTX to $323 from $261. He attributed his bullishness in part to transformational drug Trikafta and convictions that the company would beat on earnings.\n#2 Peloton Interactive - $PTON\nThe company, which provides interactive fitness products and subscriptions, was a pandemic darling last year. In 2021, however, the stock has been struggling.PTON stock has been down 41% year-to-date and is currently priced at $86 at last check.\nFigure 3: PTON performance year-to-date.\nDespite poor momentum, Wall Street believes that this could be a good time to invest in Peloton stock. The $26 billion market cap company has a buy consensus and a $127 price target that points at 47% upside, based on 22 reports issued in the last three months.\nThe bear case is explained by UBS and is backed up by analysis on valuation that is arguably stretched. Analyst Eric Sheridan has recentlyreiterateda sell rating on the stock, forecasting a $70 price on PTON for 18% downside.\n\n\"The stock’s appreciation to more than 17% over two days implies close to $1.2B of sales that the market is assigning to the opportunity based on where the stock is trading on 2023 EV-to-sales average multiple of 4.2x. Street expects 2023 connected fitness subscribers of around 5.06 million. This implies roughly $240 of spend per subscriber per year.\"\n\nOn the bullish side, Barclays analyst Mario Lu justified the recent miss in gross margins on higher-than-expected refunds from the Tread recall along with continued increase in shipping costs. Bullishness is reiterated due to fiscal 2022 now being seen as an investment year, as Peloton looks to plow money aggressively into both marketing and R&D – which the analyst believes to be the right long-term decision. He has a buy rating on PTON and 50% upside opportunity.\nLastly, famed investor Cathie Wood purchased a sizeable batch of PTON stock a few days ago. Wood’s Ark fund bought the dip as the company missed earnings estimates, and it currently owns 1.7 million shares of PTON that are worth $172 million.\n#1 Pinduoduo Inc. - $PDD\nThis Shanghai-based e-commerce operator PDD saw its stock drop more than 42% year-to-date – shares are currently valued at $96 at last check. The $118 billion market cap company is a strong buy according to Wall Street and is expected to recover 42% over the next twelve months. With a consensus price target of $137 forecasted by nine sell-side analysts over the last three months, Pinduoduo is believed to be undervalued.\nFigure 4: PDD performance year-to-date.\nChina Renaissance analyst Nicky Ge forecasts $150 share price and attributes PDD’s recent stock weakness partly on market expectations for 2021 gross merchandising value growth. The analyst also added the following commentary:\n\n“Given a lackluster recovery in China’s internet retailing market in 1H21, we forecast PDD to deliver 43% and 40% YoY gross merchandising value growth in 2Q21E and 2021E, respectively, compared to 66% YoY growth in 2020.”\n\nTwo months ago, Benchmark analyst Fawne Jiang lowered his PDD price target to $156 from $176. Mixed Q2 results, headlined by an “outsized beat on earnings although revenue missed mainly as a result of 1P sales fluctuations”, were to blame. However, the analyst is incrementally more bullish on the company's long-term earnings potential and believes that investing in the next sustainable moat is strategically important for long-term growth.","news_type":1,"symbols_score_info":{"QQQ":0.9,"VRTX":0.9,"PTON":0.9,"PDD":0.9}},"isVote":1,"tweetType":1,"viewCount":413,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":17,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/822629277"}
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